Playing Retirement Savings Catch-up at Age 50
According to a December study from Transamerica, the total household retirement savings of American workers age 50 and older is a median $135,000. Consider that if you were to use […]
Reduce – or Eliminate – Debt for More Retirement Certainty
Passing along the following excerpt from an article at USA Today. One of the first things we establish for any financial or retirement plan is a net worth statement, or […]
Social Security and Income Taxes – will you have to pay them?
Social Security still makes up a large chunk of the retirement income pie (about 35% for the average American). It may come as a surprise to some that up to […]
Tax Breaks for the Newly Retired
Because federal tax law reaches deep into all aspects of our lives, it’s no surprise that the rules that affect us change as our lives change. This can present opportunities […]
Estate Planning and Retirement
If you’ve done everything right, estate planning will be an issue that needs addressing. With proper planning and flexibility during retirement odds are in your favor that there will be […]